HCR Wealth Advisors’s VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER DWT Stock Holding History

HCR Wealth Advisors’s Portfolio DWT Stock Details DWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-17,500	Closed	-$106K	–	180
2018 Q2	$106K	Buy	17,500 +6,150	+54%	+$52.6K	0.03%	165
2018 Q1	$115K	Buy	+11,350	New	+$135K	0.04%	160

Other funds holding DWT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return

HCR Wealth Advisors's DWT Position: Q3 2018 in Review

HCR Wealth Advisors sold out of VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER (DWT) in Q3 2018, closing a stake of 17,500 shares — an estimated $106K sold.

HCR Wealth Advisors first reported a position in DWT in Q1 2018 and held it in 2 quarters. The position peaked at $115K in Q1 2018. 7 funds tracked by Wall St. Rank hold DWT as of Q3 2018.

HCR Wealth Advisors reported no remaining VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position as of Q3 2018 after selling out during the quarter.
HCR Wealth Advisors sold 17,500 VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER shares in Q3 2018, an estimated $106K.
HCR Wealth Advisors first reported a position in VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER in Q1 2018 and held it in 2 quarters.
HCR Wealth Advisors's VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position peaked at $115K in Q1 2018.
7 funds tracked by Wall St. Rank held VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER as of Q3 2018.

Based on HCR Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.